I.M. Financial, LLC’s Post

Did you know? 70% of high-net-worth individuals report that charitable giving is a core value for their family. Families can turn their values into action through strategic charitable giving. Our latest blog explores strategies to maximize impact with donations, leave a lasting legacy of generosity, and engage the next generation in philanthropy. https://lnkd.in/eD28GAUH #philanthropy #familygiving #financialplanning

We believe in the power of purposeful #charitablegiving, so we created a guide to help individuals and families apply structure for more intentional charitable giving. A philanthropic strategy that identifies the causes most important to you! https://buff.ly/3yGuQYI #vermontfinancialadvisor #cfp #financialplanning #philanthropy #smartgiving

In our commitment to social responsibility, understanding the intricacies of nonprofit operations and selecting the right one to support is crucial. This #TRN article offers insights into making informed decisions about charitable giving. Join us to learn how to drive more positive change this year: https://hubs.li/Q02lxD3x0

Professional Advisors: Every year, the Giving USA study reports the status of charitable giving in America. 💡 Adjusted for inflation, 2023 saw a decrease, making it harder for San Diego charities to meet community needs. This is relevant to your clients because, for many of them, philanthropy is an important part of their financial plans and family traditions. Jason Rogers, AIF®, CWS®, Director of Wealth Advisor Relations at SDF shares insights to help with your conversations about charitable giving. Read his latest insights: https://bit.ly/3WeMQRZ #CharitableGiving #AdvisorInsights #Philanthropy

Advisors, stay ahead of the latest trends in charitable giving with NPT’s DAF Digest. In our latest issue, we delve into key considerations for international grantmaking and discuss ways you can work with donors to align DAF accounts with giving goals. Get informed: https://bit.ly/49gU8tf #ForAdvisors #DonorAdvisedFunds #DAFs #Philanthropy

Looking to make a meaningful impact with your charitable donations? Discover how donor-advised funds and private foundations can give you greater control over your giving. Our latest article explores these options and provides expert insights to help you align your philanthropy with your values. Read more and start planning your legacy today: https://lnkd.in/gNDCmfjE #CharitableGiving #Philanthropy #LegacyPlanning #WealthManagement

🎁 Maximize Your Charitable Donations As the year winds down, now is the time to reflect on your charitable giving. Learn strategies to optimize your contributions for significant tax benefits while supporting causes you care about. 🌟 #CharitableGiving #TaxBenefits #Philanthropy https://bit.ly/3XnQkCm

Creating a charitable legacy can be an important part of #estateplanning. Consider enrolling in a succession plan to extend your philanthropic impact for generations to come. https://lnkd.in/gb6w2vW2 #Philanthropy

Private foundations are a popular and effective way for individuals and families to manage charitable giving. While many people may be familiar with traditional nonprofit organizations, such as charities or churches, private foundations offer unique advantages and opportunities for philanthropic efforts. Here's an overview of private foundations and how they compare to donor-advised funds: https://bit.ly/3Nlu0VD #PrivateFoundations #Philanthropy #CharitableGiving #DonorAdvisedFunds

#DidYouKnow: Planned giving is a strategic approach to philanthropy that allows individuals to make a lasting impact on their communities and causes? By incorporating charitable giving into your estate plans, you can ensure ongoing support for nonprofits, educational institutions and other charitable organizations for generations to come. Learn more about FFTC Planned Giving opportunities: https://ow.ly/ggkT50QyUHA